Alpha Financial Advisors, LLC Dimensional ETF Tr U S Small C Transaction History

Alpha Financial Advisors, LLC

$221 Billion
Q4 2024

A detailed history of Alpha Financial Advisors, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Alpha Financial Advisors, LLC holds 115,070 shares of DFAS stock, worth $7.34 Million. This represents 3.39% of its overall portfolio holdings.

Number of Shares

115,070

Previous 119,253 3.51%

Holding current value

$7.34 Million

Previous $7.73 Billion 3.18%

% of portfolio

3.39%

Previous 3.42%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$63.58 - $71.15 $265,955 - $297,620	-4,183 Reduced 3.51%	115,070 $7.49 Billion
Q3 2024 Oct 18, 2024	SELL	$59.25 - $65.33 $27,432 - $30,247	-463 Reduced 0.39%	119,253 $7.73 Billion
Q2 2024 Jul 23, 2024	SELL	$57.42 - $62.37 $193,046 - $209,687	-3,362 Reduced 2.73%	119,716 $7.19 Billion
Q1 2024 Apr 29, 2024	SELL	$56.66 - $62.34 $28,669 - $31,544	-506 Reduced 0.41%	123,078 $7.67 Billion
Q4 2023 Feb 05, 2024	BUY	$48.83 - $60.51 $71,194 - $88,223	1,458 Added 1.19%	123,584 $7.37 Billion
Q3 2023 Oct 26, 2023	SELL	$51.84 - $57.67 $132,969 - $147,923	-2,565 Reduced 2.06%	122,126 $6.41 Billion
Q2 2023 Aug 07, 2023	SELL	$49.85 - $54.8 $562,457 - $618,308	-11,283 Reduced 8.3%	124,691 $6.83 Billion
Q1 2023 Apr 18, 2023	SELL	$50.35 - $57.8 $3.76 Million - $4.32 Million	-74,693 Reduced 35.46%	135,974 $7.17 Billion
Q4 2022 Apr 18, 2023	BUY	$47.77 - $54.73 $10.1 Million - $11.5 Million	210,667 New	210,667 $10.8 Billion

Others Institutions Holding DFAS

# of Institutions

777

Shares Held

118M

Call Options Held

Put Options Held

200

View Full List

About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
Industry ETFs

More about DFAS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Alpha Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Alpha Financial Advisors, LLC with notifications on news.

Account

Alpha Financial Advisors, LLC Dimensional ETF Tr U S Small C Transaction History